Kristi Sullivan
CFP
®
Certified Financial Planner
About
Kristi Sullivan, CFP®, is a certified financial planner, a member of the Financial Review Council at Policygenius, and the owner of Sullivan Financial Planning, LLC, where she helps people make important life decisions while knowing the effects on their finances. Previously, she was a regional consultant at Fidelity Investments for nine years, where she taught classes about financial concepts. In addition to her CFP® certification, Kristi holds a FINRA Series 65 license and a business degree from Colorado State University.
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Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Kristi
Final expense vs. guaranteed issue life insurance
Updated | 1 min read
A guaranteed issue policy is a type of final expense insurance that allows you to skip the life insurance medical exam and full health questionnaire.
Voluntary life insurance
Updated | 3 min read
Voluntary life insurance is optional term or permanent insurance coverage offered by employers in addition to a subsidized group life policy.
What is supplemental life insurance?
Updated | 5 min read
Supplemental life insurance is optional additional coverage through your employer, but a private life insurance policy or rider is a better choice for most.
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